Curt KruseCRD Number: 4504721
Current Firm: Wells Fargo Advisors, LLC
Curt Kruse (CRD# 4504721) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Chesterfield, MO and has over 13 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Wells Fargo Advisors, LLC||Chesterfield, MO||Sep 2015 - Current||1|
|U.s. Bancorp Investments, Inc.||Des Peres, MO||Nov 2010 - Sep 2015||4|
|Morgan Stanley Smith Barney||St. Louis, MO||Jun 2009 - Nov 2010||1|
|Morgan Stanley & Company, Incorporated||Chesterfield, MO||Apr 2007 - Jun 2009||2|
|Morgan Stanley Dw Inc.||Chesterfield, MO||Mar 2005 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
|S65||NASAA Investment Advisors Law Examination||May 2005|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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